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Self-Managed Super Fund (SMSF)

Core Professionals offers specialist services to assist clients in the establishment, administration and provision of taxation advisory services for self-managed superannuation funds (SMSF) - the fastest growing wealth creation and retirement vehicle in Australia. Whilst many clients wish to have a greater level of control over how and where their superannuation assets are invested, there are also significant responsibilities associated with becoming a superannuation fund trustee. Our goal is to assist, educate and support our SMSF trustee clients to most effectively utilise and manage a self-managed superannuation fund.

Our professional accountants can assist your SMSF fund to meet its taxation, audit and compliance obligations with both the Australian Taxation Office and ASIC. We provide advisory and administrative support services to ensure you meet your trustee obligations whilst working closely with your financial advisor to support your wealth management objectives.

The range of services available are:

  • Facilitate establishment of a SMSF trust and corporate trustee (if required);
  • Preparation and lodgement of annual taxation return and financial statements;
  • Facilitate third-party, independent audits to meet ASIC requirements;

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